Unclaimed
Keith Lanni is a financial professional with over 8 years of experience in the financial services industry. Keith is currently registered with Alliance-ONE Investments, LLC, a firm based in Tulsa, Oklahoma. Prior to joining Alliance-ONE Investments, LLC, Keith was registered with MetLife Investors Distribution Company and New England Securities. Keith holds the Series 6 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
OK
08/11/2017 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
RI
07/18/2014 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (WARWICK RI)
RI
07/18/2014 - 12/18/2014
NEW ENGLAND SECURITIES (WARWICK RI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Lanni is the right advisor for you? Invested Better is here to help.